Investing in U.S. infrastructure for a decade of demand

Despite the near-term uncertainty, the fundamentals of the U.S. infrastructure and energy markets remain attractive for long-term investors. Structural tailwinds such as the need to replace ageing infrastructure, generational load growth, and compelling economics define the landscape. In this environment, renewable energy, distributed generation, and energy storage are essential solutions. For investors focused on long-term

What investment committees often miss: Investing with an operator’s mindset

For investors who are committed to the energy transition, this can be particularly challenging. From installing renewables to introducing electric vehicle fleets, financing the infrastructure transition requires an operator’s mindset that prioritizes lifecycle thinking and stakeholder integration. It’s about asking the hard questions and solving the hard problems: How will this serve our customers for